Scott Palmer

Scott Palmer Email and Phone Number

BOA with Edward Jones and COO with In Tune CC @ Edward Jones
st. louis, missouri, united states
Scott Palmer's Location
Leland, North Carolina, United States, United States
Scott Palmer's Contact Details
About Scott Palmer

Highly skilled and detail-oriented individual with experience in the financial industry, and a strong commitment to accuracy and data integrity. Adept at managing loan processing, documentation, and compliance to ensure seamless operations and exceptional customer service. Proven track record of optimizing processes and reducing operational inefficiencies to drive productivity. Seeking to utilize my expertise to contribute to the success of a dynamic financial institution.

Scott Palmer's Current Company Details
Edward Jones

Edward Jones

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BOA with Edward Jones and COO with In Tune CC
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
Scott Palmer Work Experience Details
  • Edward Jones
    Branch Office Administrator
    Edward Jones Apr 2024 - Present
    United States
  • In Tune Counseling And Coaching
    Chief Operating Officer
    In Tune Counseling And Coaching Dec 2019 - Present
    Millcreek, Ut
    Oversaw the submission of billing claims via Office Ally to 10 different insurance entities, ensuring optimal reimbursement for all claims submitted.Responsible for interviewing and onboarding new employees, making sure they are trained on business practices, processes with therapy and telemedicine, and software, including Theranest for documentation and Doxy.me for telehealth (out-of-office) therapy sessions.Held regular meetings with the clinical director and multiple clinical practitioners to address necessary changes and adjustments to the business model, such as social media influence, and credentialing with new insurance companies to expand clientele opportunities.Maintained and updated business practices to comply with HIPPA policies and guidelines, and held evaluations every three months to examine any changes to be implemented in-office, and on telemedicine platforms.Prepared and executed annual audit procedures while ensuring the practice stayed compliant with state, insurance, and Federal policies.
  • In Tune Counseling And Coaching
    Office Manager
    In Tune Counseling And Coaching Mar 2018 - Present
    Salt Lake City, Utah
    Maintained the company’s image as the first point of contact for new and existing clientele, and addressed any client and insurance complaints or criticisms promptly.Upheld ethical HR practices to ensure a safe and comfortable environment for all clientele, practitioners, and office staff.Routinely verified clientele details were up-to-date, including demographics, insurance information, and points of contact.Ensuring the best client experience by assisting practitioners with timely submission of treatment plans and progress notes for therapy sessions, and set evaluations to update the frequency of client visits.
  • Silicon Valley Bank
    Operations Specialist
    Silicon Valley Bank Feb 2022 - Sep 2022
    United States
    Manually processed transactions and activity on more than 20 shared client accounts, and provided calculations to lenders for account balances and interest accruals.Personally responsible for maintaining assigned clients’ requests that spanned eight different accounts, and regularly keeping correspondence with four lending banks on all the client’s activities involving principal payments, interest payments, and loan advances.Worked alongside a team of diligent professionals to ensure daily requests were completed in a timely manner, and client relations were handled with the highest quality standards.Processed principal balance payments, interest payments, facility increase fees, unused line fees, and loan balance advances by clients upon notification, and routinely performed maintenance on internal systems to reflect activity on client’s account(s). Processed an average of 240 client account requests per month, with an increase in those requests at the beginning and end of each month, and prepared outgoing wires to lending banks upon conclusion of processed payments.Assisted in training three team members on all processes of Global Loan Operations. Updated, organized and implemented teaching materials and streamlined the training process for clearer understanding of the material, and allowing for easier referencing to reduce mistakes and errors during processing of client requests.
  • Connors Steak & Seafood
    Back-Of-House Staff
    Connors Steak & Seafood Jul 2016 - Feb 2018
    Huntsville, Alabama Area
    Work with a team in a collaborative effort to prepare and serve excellent product to restaurant patrons.Adhere and enforce proper cleaning procedures insuring food safety is optimum.Adjust daily work to assigned station of the food preparation line, and work diligently with staff in assigned duties.
  • Heath Consultants Incorporated
    Meter Reader
    Heath Consultants Incorporated Aug 2017 - Oct 2017
    Huntsville, Alabama
    Manage time efficiently to complete daily scheduled routes.Explicit attention to detail when reading utility meters to insure correct charges with little discrepancies. Constantly adjust duties throughout the work day to insure both a timely and excellent quality product.Report any damaged utilities or tampered equipment that may lead to inconsistent readings to supervisors.Treat customers and property with the utmost respect, providing good representation of the company and accommodating any personal requests.
  • Beehive Cheese Company
    Artisan Cheese Maker
    Beehive Cheese Company Aug 2012 - Jun 2016
    Ogden, Ut
    Assist in daily processes of the make.Lead other employees in completing day-specific tasks.Insure that proper cleaning and maintenance procedures are adhered to and finished in manageable time.Report to supervisors of malfunctioning machinery or employee neglect to protect company product and patrons of the product.
  • Private Employment
    Mathematics Tutor
    Private Employment May 2009 - May 2013
    Assisted students from Bonneville High School and students from Weber State University in developing their Pre-Calculus and Calculus Basics skills, as well as college entrance exams.Reinforced mathematics practices to students in need of aid in specific studies of grade school math including Algebra, Trigonometry, Geometry, and Calculus.
  • Costa Vida, Fresh Mexican Grill
    Supervisor
    Costa Vida, Fresh Mexican Grill May 2010 - Dec 2012
    Ogden, Ut
    Lead employees during their assigned time period.Assign responsibilities, make sure that everything runs smoothly.Train new employees.Monitor and report activity during shift to owner.Deal with customer feedback and complaints.
  • Tatsukan: House Of The Dragon
    Martial Arts Instructor
    Tatsukan: House Of The Dragon May 2000 - May 2007
    Harrisville, Ut
    Planned lessons in advance to include: warm up, skills training, conditioning, sparring, stretching and some lecturing. Monitored student’s progress and provided additional support to students struggling; provided positive feedback to all students. Exhibited anatomical knowledge and awareness of health and safety implications when instructing a class. Maintained excellent physical fitness, motivational skills and sensitivity to others needs. Confident speaking in front of a group of people and has the patience to teach those with a wide range of abilities.

Scott Palmer Skills

Microsoft Office Customer Service Microsoft Excel Microsoft Word Team Building Customer Satisfaction Sales Leadership Powerpoint Teaching Technical Writing Photoshop Creative Writing Spss Time Management Training R Money Handling Sas Money Public Speaking Quantitative Analysis Qualitative Analysis Research Teamwork Social Media

Scott Palmer Education Details

Frequently Asked Questions about Scott Palmer

What company does Scott Palmer work for?

Scott Palmer works for Edward Jones

What is Scott Palmer's role at the current company?

Scott Palmer's current role is BOA with Edward Jones and COO with In Tune CC.

What is Scott Palmer's email address?

Scott Palmer's email address is s.****@****hus.com

What is Scott Palmer's direct phone number?

Scott Palmer's direct phone number is +180138*****

What schools did Scott Palmer attend?

Scott Palmer attended University Of Utah, Utah State University, Bonneville High School.

What skills is Scott Palmer known for?

Scott Palmer has skills like Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Team Building, Customer Satisfaction, Sales, Leadership, Powerpoint, Teaching, Technical Writing, Photoshop.

Who are Scott Palmer's colleagues?

Scott Palmer's colleagues are Anrew Bunsick, Rita Pitts, Melissa Munroe (Iuorio), Heather Boivin, Laurie Pung, Leah Cooley, Trent Hershman, Aams®.

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